Eduardo
Sordo
Calamos Wealth Management LLC
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About this Advisor
Eduardo Sordo is a financial advisor based in Miami, Florida, working with Calamos Wealth Management LLC. Eduardo has previously held positions at Fidelity Investments, Fidelity Personal And Workplace Advisors, The Vanguard Group, Inc, Calamos Wealth Management LLC, and Calamos Financial Services LLC. Eduardo has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida and Illinois. Currently, Eduardo is part of Calamos Wealth Management LLC, which operates out of Miami, Florida. The firm has 8 offices and 41 employees. The firm manages assets totaling $3.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and other services. The fee structure at Calamos Wealth Management LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Calamos Wealth Management LLC Brokerage Details
$3,334,568,012
41
3,021
$1,103,796
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other
Eduardo Sordo Work History
Calamos Financial Services LLC
Calamos Wealth Management LLC
The Vanguard Group, Inc
The Vanguard Group, Inc
Fidelity Personal And Workplace Advisors
Fidelity Investments
Disclosures
Please visit the SEC profile of Eduardo Sordo to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Calamos Wealth Management LLC
Naperville, IL
Naperville, IL
Naperville, IL
Naperville, IL
Naperville, IL
Chicago, IL
Naperville, IL
Naperville, IL
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